Chappell Financial Group offers comprehensive, written financial plans covering retirement, education funding, estate planning, long-term care, disability, life insurance, asset allocation, and charitable planning. Cass Chappell, a Certified Financial Planner, prepares these plans. Clients can implement the plan with any broker, advisor, or agent, not just those affiliated with Chappell Financial Group.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Chappell Financial Group offers comprehensive financial plans for a fee ranging from $1,750 to $5,000, based on the estimated time and complexity. Clients can also opt to be billed at an hourly rate of $150. Clients can terminate the plan and receive a full refund before delivery.
One-Time Plan:$1,750 - $5,000
Hourly Rate:Up to $150/hr
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